Sage MAS Intelligence

[6toes2]

Trying to obtain monthly customer sales history (to compare two months) with salesperson instead of Acct Exec.  The MAS 500 reports that I have can either give me the salesperson totals or the customer sales but without the salesperson listed.  We are trying to compare one month to another and then distribute to the sales person if the amounts have dropped.  I have been able to write a crystal report (thank you Ralph) using the tables but once I add the sales person to the report with the Net sales it breaks.  (I can run a report with just the tarCustomer.CustID and the tarSalesperson.SperName.) Additionally my net sales are not by my fiscal period the are total net sales even though I am using the tglFiscalPeriod.FiscYearPer any suggestions would be appreciated.  Thank you.

[6toes2]

OK I got the salesperson and the customer name to match up, but I still cant get the net sales amounts for the fiscal year period.  lol  one step at a time

[JohnHanrahan]

I'm not exactly sure what you're asking for but can't you get all of that data from vdvInvoiceLine and vdvInvoice?  They have commission amounts and sales people in them.

If you're stuck using Crystal you can just link the 2 views.  Personally I'd probably write a view which had the data I needed then report of off that.

J

[Ralph]

So you're saying you are looking at two similar native MAS 500 reports, and each have most of the information you want, but neither report gives you what you need, since each is missing some needed field?  Say it isn't so.   

Okay, kidding aside.  Does it have to be done in Crystal?  I find that using the Business Insights reports together with Excel 2007 Pivot Tables (best things since sliced bread in case anyone isn't aware) can produce just about any report I need in a matter of minutes.   I realize you may have a specific reason for wanting to use Crystal, for example if you have some folks who shun pivot tables for some reason.  But I just wanted to point out that Business Insights combined with Excel offers a pretty useful reporting toolset, if Crystal Reports ends up being too time consuming.

[6toes2]

They are using excel now and would prefer crystal so that the report can just be run in crystal at any time with updated information, instead of running in mas and then modifying in excel.  Even with a excel macro you would still have to generate the information in MAS first and export to excel everytime the information changes.   Thank you for your input. 

[6toes2]

Trying this one now =)

[Ralph]

That's certainly understandable.  Although, it is possible to link an Excel Pivot Table directly to your MAS database so that the data would be current everytime the spreadsheet is opened.   But nevermind that, it seems like you are getting close to what you're after with Crystal anyway.  Good luck finishing up the report.

[6toes2]

Not really looking for commission amounts but fiscal period sales so we can compare one month to the next and if it goes down the sales person can contact the client to see if anything has happened causing the sales to go down.  Still looking for a fiscal closing date field now under the vdv.     Thank goodness I enjoy the challenges in life. 

[JohnHanrahan]

Assuming your fiscal periods are calendar months I would just use PostDate.  That date will match the fiscal period/year in the GL.

[oyama]

Are you talking about a variance report?

I had to create something where I had columns for current and last month sales, current and last quater sales, current and last year to date sales, and finally current and last year trailin twelve months sales. Next to each current and past period sales was a percentage showing the change.

The user was able to select how he or she wanted to group it. For example, Sales managers/Salespersons or Salesperson/Customer or Customer class/Customer or just be Customer.

It is a monster report to make but the people love it!

So, if this is what you are trying to create I could give some input.